See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,853 | $108,825+19.3% | $156,181-16.9% | $82,448+57.5% |
| Participation rate | 67.9% | 72.4%-4.5pp | 78.8%-11.0pp | 68.1%-0.2pp |
| Annual return | 15.92% | 20.59%-4.7pp | 64.87%-49.0pp | 41.64%-25.7pp |
| Employer contribution / active EE | $1,919 | $2,870-33.1% | $4,294-55.3% | $2,551-24.8% |
| Participant deferral / active EE | $3,819 | $4,577-16.6% | $6,132-37.7% | $4,139-7.7% |
| Admin fee / account holder | $864 | $9,341-90.8% | $14,586-94.1% | $7,234-88.1% |